CHIEF RESEARCH AND DEVELOPMENT OFFICER
Edward has worked in the investments industry for more than 28 years and 18+ years in portfolio management roles. Throughout his career, he has developed extensive propriety quantitative investment techniques including stock selection factors and models, custom portfolio construction optimization, particularly integrated long-short, and custom risk models used for both optimization and custom portfolio attribution. He has been managing an equity long-short, market-neutral, low volatility strategy for over past 11+ years. This strategy was launched in June 2010 with a partner RIA. In June 2016, Edward founded Best Capital Management, LLC to provide this strategy through his own investment firm. While the strategy has managed external clients’ assets in the past, the strategy currently manages only internal assets. Previously, Edward spent 12 years working in long-only equity portfolio management and analyst jobs. Edward was an equity mutual fund manager with Fidelity Research and Management for 3 years. Edward worked for Trusco Capital Management, now part of Virtus Investments, for 9 years, with his final role as an equity mutual fund manager. Prior to Trusco, Edward worked at AIM Investments, now part of Invesco, as a Sr. Quantitative Analytics Developer for 2 years developing a data warehouse of equity fundamental and technical data, and derived factors. Edward started his investments career at BARRA, now part of MSCI, including the last role in management, developing risk models and risk analytics for 3 years. Edward obtained the Charter Financial Analyst professional designation in 1997. He earned a Master in Industrial Administration (MBA) with concentrations in finance and information technology from Carnegie Mellon University in 1993. He completed his undergrad degree from the University of North Carolina at Chapel Hill in 1988 with a Bachelor of Arts degree in Philosophy.